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Whitehouse ISD completes annual investment policy review; designates investment officers and approves vendors
Summary
The Whitehouse ISD Board documented its annual review of Policy CDA on Sept. 8, 2025, reaffirming compliance with the Public Funds Investment Act, designating the Superintendent and Chief Financial and Operations Officer as investment officers, and approving a list of training vendors and providers.
The Whitehouse Independent School District documented the annual review of its investment policy (Policy CDA) at the Sept. 8, 2025 board meeting and continued the designation of the Superintendent and the Chief Financial and Operations Officer as the district’s authorized investment officers. The board also approved a list of vendors and providers authorized to provide required investment training, including Texas Association of School Administrators (TASA), Texas Association of School Boards (TASB), Lone Star Investment Pool (LSIP), Texpool, First Southwest Company, Texas Association of School Business Officials (TASBO), Local Government Investment Corporation (LOGIC), Patterson and Associates, Center for Public Management, FIRST Public, Region VII ESC, the University of North Texas, PFM Asset Management Company and the North Central Texas Council of Governments.
The investment review document in the record states the district emphasizes safety of principal, investment liquidity and maturities that match anticipated cash flow needs, and confirms that district funds are invested only in authorized instruments under the applicable law. The review serves as the resolution to continue the designation of investment officers and to approve the named vendors as training providers; no changes to the policy were recorded in the provided transcript.
